Centerboard Securities

Strategic Capital Formation

About Us

Centerboard is an experienced capital advisory firm focused on sourcing capital for private equity, venture capital, real estate, hedge funds and corporate private placements. Our platform serves as a nexus between select global investment opportunities and the institutional investor community. The firm’s dynamic structure fosters an ever‐evolving roster of distinctive managers to match demand across the diverse investor community. The firm is entirely management-owned, giving it complete independence to pursue its entrepreneurial approach, while maintaining the highest ethical and regulatory standards. Centerboard is an SEC-registered broker-dealer and a member of FINRA and SIPC.


For Fund Managers

Access to an Established Team
Speed to Market

  • You gain access to a seasoned team of capital markets professionals without incurring the costs associated with training, supporting and managing a marketing team. Because of our full service approach, you are able to focus on portfolio management.
  • You gain access to deep and trusting investor relationships built through years of quality service provided by our professionals. Our investor contacts expect us to bring them high quality pre-screened opportunities, so a manager's time is well spent.
  • We create marketing materials and strengthen your presentation skills to optimally position and differentiate your product with investors.
  • Your target market is tightly defined and your marketing process is streamlined. We assist in ongoing communications with the investor base.

For Investors

Proven Due Diligence
Managers' Accessibility

  • We conduct extensive due diligence before representing a manager.
  • We represent opportunities that you might not discover on your own, and keep you informed of their monthly progress.
  • We work with managers to provide you with thorough, timely, and detailed information to assist in your own assessment and due diligence process.
  • We maintain investor information in strict confidence.